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DODDS WEALTH, LLC
CRD 323632 · SEC 801-127016
5251 DTC PARKWAY STE 720, GREENWOOD VILLAGE, CO, 80111, United States
Phone
303-539-3900
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$706.2M
Discretionary AUM
$702.3M
Team
11 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $580.5M |
| High net worth individuals | 179 | $102.0M |
States served
AZ, CA, CO, GA, KS, NE, NC, OH, OR, WY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD